How to use CarrotPOS

Sign up with your business name, currency and email. We email you a verification link; the account is created right away but stays inactive until you verify and pay the first month.

Starter (POS): one store with point of sale, inventory, customers, loyalty and reports.

Growth (POS + Accounting): several stores, a full double-entry ledger, financial statements and accountant sign-ins.

Business (POS + Accounting + Wholesale): everything in Growth plus wholesale ordering for sales reps.

Every sale updates stock and posts a balanced journal entry on every plan. Plans only decide which screens you can see.

A new account already has a chart of accounts, an open accounting period, one store, one register and one stock location.

Settings holds your currency symbol, default tax label and rate, timezone, how discounts are taxed, cash rounding, receipt paper size and auto-print, the receipt printer bridge, and your logo.

Your currency is fixed once the first transaction is posted, so every record in your books stays in one currency. The symbol can still be changed.

Only the owner can change settings.

Each staff member signs in with their own email. Their role decides what they can see and do:

Owner: everything, including billing and settings. Manager: selling, stock, customers, reports and approvals. Cashier: the register, returns and shifts. Accountant: reports and accounting (Growth and Business). Sales rep: wholesale ordering on a phone (Business). Kiosk: the self-checkout screen only.

On Growth and Business you can tie a user to one store, so a cashier can only open shifts and sell there.

A store is a shop location; a register is a till inside it. Each register runs its own shifts and cash drawer. Add stores and registers from Users & stores. Starter includes one store; Growth and Business allow more.

A product can have variants (for example sizes), each with its own SKU, barcode, price and tax category. Categories group products on the register and in reports.

Products can be sold in retail, in wholesale, or both. Wholesale products can carry their own wholesale price.

Import products, customers, suppliers and opening stock from CSV files. Each importer shows the exact columns it expects.

Every row is checked before anything is saved. If one row has a problem, nothing is imported and you get the list of rows to fix.

Importing opening stock posts one opening-balance journal for the total value.

Print barcode label sheets from Inventory: select products, choose how many copies, and download the PDF.

Scan with any USB or Bluetooth barcode scanner, or with the camera of a phone or tablet. The camera needs the site to be opened over HTTPS.

The register works on any touchscreen, tablet or computer browser.

Park a cart to serve the next customer, then resume it later. The cart is kept until the sale is completed.

Record cash taken out of or put into the drawer during the shift. At closing, count the cash: CarrotPOS works out what should be there and posts any shortage or overage to the books automatically.

The X report shows the shift so far; the Z report is the final report once it is closed.

If cash rounding is on in Settings, only the cash part of a sale is rounded.

Find the sale under Sales. Return some or all of it and refund to cash, card, store credit or the customer's account. Stock goes back at the cost it was sold at.

Voiding cancels a whole sale and puts everything back.

Large discounts, voids and going over a customer's credit limit can be set to need a manager's approval (Users & stores, Approval thresholds).

Customer profiles hold contact details, store credit and an optional credit limit for on-account sales. Each customer has a statement of what they bought, returned and paid.

Record customer payments against their balance. Customer data can be erased on request; their sales stay in the books without the personal details.

Set how many points a sale earns and what a point is worth. Customers redeem points as a payment method. Points can expire.

Coupons give a percentage or fixed discount with optional usage limits.

Let customers scan and pay by card on their own. It uses the same engine as the register, so stock and books update the same way.

Receipts print on standard ESC/POS thermal printers (58mm or 80mm) through the CarrotPOS print bridge, a small program that runs on the till computer. Enter the bridge address and printer in Settings.

You can also open or email an A4 invoice for any sale.

Every sale, return, delivery and adjustment is recorded as a stock movement, so you can always see why a level changed. Stock is valued at weighted-average cost.

Selling more than you have in stock is blocked.

Each store has stock locations. Transfer stock between them; the cost moves with it and your total stock value stays the same.

Adjust stock for damage, loss or found items. A stocktake lets you count everything and posts the difference to the books.

Reorder rules warn you when an item falls below the level you set.

Create a purchase order for a supplier, then receive the goods against it in full or in part. Receiving adds stock and records what you owe the supplier. Record supplier payments when you pay them; each supplier has a statement.

Sales reps take orders from retailers on their phones. The warehouse confirms each order and records deliveries; each delivery is what moves stock and creates the invoice.

Every sale, return, delivery and stock change posts a balanced double-entry journal in the same step, so sales, stock and the ledger never drift apart.

Posted entries are never edited. A correction is a reversing entry, so the history stays intact.

Your account starts with a standard chart of accounts and an open accounting period for the year.

Use Journal to post entries that don't come from a sale, such as rent or owner investment. Debits must equal credits before it can be saved.

Accounting shows the trial balance, profit and loss, balance sheet and the ledger for any account, plus a tax report of tax collected for a period.

Reports covers sales (by day, product, category, store, cashier or payment method), purchases, expenses, profit, receivables, payables, stock on hand, stock movements, dead stock and reorder alerts.

Pick any date range and download any report as Excel or PDF.

Sales and stock forecasts, product insights, a business health score and an assistant that answers questions about your numbers in plain English. Figures always come from your own data.

Billing shows your invoices. Download a PDF receipt for any paid invoice.

USD: your card is charged each month. Use Manage card & subscription to change the card or cancel.

BDT: we send an invoice each month. Choose Pay invoice, scan the QR code and enter the transaction ID.

If an invoice stays unpaid past its due date, the account is locked to the Billing page until it is paid. Your data is kept.

Open a ticket under Support inside the app and our team replies by email and in the app. You can also email [email protected].